Unclaimed Profile

Jason Robert Odette

VITALSTONE FINANCIAL, LLC·SHAVANO PARK, Texas

SIE, Series 7, Series 24, Series 31, Series 63, Series 65CFP23 years registeredVITALSTONE FINANCIAL, LLC

3009 NAPIER PARK, SHAVANO PARK, TX 78231CRD# 2691630Firm CRD# 310485

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Robert Odette · SHAVANO PARK, TX

Registration

CRD #2691630 · VITALSTONE FINANCIAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

MARIDEA WEALTH MANAGEMENT

Sep 2024 – present

VITALSTONE FINANCIAL, LLC

Oct 2020 – Nov 2024

SHAVANO PARK, TX

MML INVESTORS SERVICES, LLC

Mar 2017 – Oct 2020

San Antonio, TX

MSI FINANCIAL SERVICES, INC.

Mar 2015 – Mar 2017

SAN ANTONIO, TX

TEAMWORK FINANCIAL ADVISORS, LLC

Jan 2014 – Feb 2015

SAN ANTONIO, TX

TEAMWORK FINANCIAL ADVISORS, LLC

Dec 2013 – Dec 2013

SAN ANTONIO, TX

CURIAN CAPITAL, LLC

Apr 2003 – Nov 2013

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · April 11, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2013Employment Separation After Allegations

2013Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VITALSTONE FINANCIAL, LLC

CRD 310485 · SEC 801-119426

AUM

$200M

Regulatory assets under management

Employees

1,244 client accounts

Services offered by VITALSTONE FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VITALSTONE FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Robert Odette offer?

Jason Robert Odette specializes in Financial Planning, Investment Management. Contact their office in SHAVANO PARK, Texas for a consultation.

What are Jason Robert Odette's credentials?

Jason Robert Odette holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Robert Odette located?

Jason Robert Odette is based in SHAVANO PARK, Texas, working with VITALSTONE FINANCIAL, LLC. Their office serves clients in the SHAVANO PARK metropolitan area and surrounding communities.

How does Jason Robert Odette charge for services?

Jason Robert Odette's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VITALSTONE FINANCIAL, LLC?

VITALSTONE FINANCIAL, LLC has approximately 6 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at VITALSTONE FINANCIAL, LLC

James Dustin Jedrziewski

SHAVANO PARK, TX

Christopher Ryan Mcneil

SHAVANO PARK, TX

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

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Research

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